Use the Receive Against PO screen to record the receipt of inventory into the system.
Pre-Requisites
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Access the Purchasing module
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to select Receive Against
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PO
Click New
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to create a new Receiver
Use the Purchase Order List screen to locate the PO you wish to receive against
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Use Purchase Order number to search
Reset all filters and select retrieve to see all purchase orders
Select the Purchase Order, then click OK
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Select
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a Receipt Location, Receiver Date, Inventory Receipt Date option
Receiver Date - This is generally the date that you are recording the Receiver (today).
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Inventory Receipt Date
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- This is generally the date that the product actually arrived at the selected Receipt Location
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Optional: Specify Vendor Invoice #, Air/Freight Bill #,
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or other fields.
Optional: Specify Control Totals to help validate your Receiver details.
Click the Inventory Units tab
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Select a Purchase Order Line you wish to
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receive
Click and hold, then drag the line down to the bottom, empty section
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Optional: Specify a Lot # value
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Note: Based upon the systems configured Inventory Legends, this label may state something other than Lot # (such as Case #)
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Note: The Lot # may be automatically assigned based upon a Division Master configuration (Division - Purchase Order - Auto Assign Lot #)
Specify
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a Quantity value
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Note: The Quantity value may be automatically populated based upon a Division Master configuration. (Division - Inventory - Default Quantity on PO Receiver)
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Pack and Base will be automatically populated after quantity is entered and another box is selected
Optional: Specify an Inventory Location, Warehouse Bin, Overflow Bin, or Delivery value.
Optional: For additional lines, repeat Step #12 to Step #16.
Click Save .
Click Close (the door).and Close
Select either Yes or No to print the Receiver Confirmation
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